Clarity Financial LLC

13F filer · CIK 0001862145

Reported Jul 20, 2026

Net buyer this quarter

13F portfolio value$1.18BU.S. long equity reported on 13F

Positions7714 new · 10 closed

Net flow last quarter+$136MBuys minus sells

Top 10 positions weight39.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 202677 positions
MSFTMicrosoft Corp	$56.9M	4.83%	0.00%	+47.2%	Q4 2020
GOOGAlphabet Inc.	$53.7M	4.56%	Not reported	+14.7%	Q4 2020
ABBVAbbVie Inc.	$50M	4.25%	0.01%	+8.8%	Q4 2020
AMZNAmazon Com Inc	$49.9M	4.24%	0.00%	+29.9%	Q4 2020
COSTCostco Wholesale Corp	$49.3M	4.19%	0.01%	+44.8%	Q4 2020
NVDANvidia Corp	$46.9M	3.99%	0.00%	+39.2%	Q3 2021
LLYELI LILLY & Co	$44M	3.73%	0.00%	+5.8%	Q2 2023
AAPLApple Inc.	$43.5M	3.69%	0.00%	+35.7%	Q4 2020
PLTRPalantir Technologies Inc.	$34.6M	2.94%	0.01%	+105.4%	Q1 2025
RTXRTX Corp	$30.5M	2.59%	0.01%	+161.2%	Q4 2020
GEVGE Vernova Inc.	$29.5M	2.50%	0.01%	-14.0%	Q2 2024
VRTVertiv Holdings Co	$24.3M	2.07%	0.02%	New	Q2 2026
JPMJPMorgan Chase & Co	$23.9M	2.03%	0.00%	+37.8%	Q1 2021
AVGOBroadcom Inc.	$23.7M	2.01%	0.00%	+2422.3%	Q2 2023
WMTWalmart Inc.	$22.4M	1.90%	0.00%	+31.3%	Q4 2020
BLKBlackRock, Inc.	$18.9M	1.60%	0.01%	+6.5%	Q2 2025
VZVerizon Communications Inc	$17.5M	1.48%	0.01%	+7.0%	Q4 2020
BXSLBlackstone Secured Lending Fund	$17M	1.45%	0.31%	New	Q2 2026
AEPAmerican Electric Power Co Inc	$16.4M	1.40%	0.02%	Not reported	Q1 2021
OKEOneok Inc	$16.2M	1.38%	0.03%	Not reported	Q2 2024
KMIKinder Morgan, Inc.	$15.6M	1.32%	0.02%	+6.6%	Q4 2020
XOMExxonMobil Holdings Corp	$15.3M	1.30%	0.00%	-2.9%	Q4 2020
APLDApplied Digital Corp.	$10.5M	0.89%	0.10%	New	Q2 2026
SPYSPDR S&P 500 ETF Trust	$2.02M	0.17%	Not reported	-10.0%	Q4 2020
MAINMain Street Capital CORP	$1.9M	0.16%	0.04%	New	Q2 2026
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.88M	0.16%	Not reported	+0.4%	Q2 2022
SMHMarket Vectors ETF Trust	$1.26M	0.11%	Not reported	-0.1%	Q4 2023
ANETArista Networks, Inc.	$1.14M	0.10%	0.00%	0.0%	Q3 2023
PWRQuanta Services, Inc.	$1.03M	0.09%	0.00%	+0.9%	Q1 2024
BRK.BBerkshire Hathaway Inc	$992K	0.08%	Not reported	-96.8%	Q4 2020
METAMeta Platforms, Inc.	$963K	0.08%	Not reported	+4.0%	Q4 2023
MOAltria Group, Inc.	$894K	0.08%	0.00%	+0.4%	Q1 2021
GOOGLAlphabet Inc.	$858K	0.07%	0.00%	-25.2%	Q3 2022
DUKDuke Energy CORP	$841K	0.07%	0.00%	-95.8%	Q4 2020
CBRECbre Group, Inc.	$830K	0.07%	0.00%	+0.5%	Q2 2023
AEHRAehr Test Systems	$733K	0.06%	0.02%	-1.3%	Q2 2024
AMDAdvanced Micro Devices Inc	$706K	0.06%	0.00%	-27.7%	Q4 2020
VOTVan Kampen Municipal Opportunity Trust II	$688K	0.06%	Not reported	Not reported	Q1 2026
PSXPhillips 66	$653K	0.06%	0.00%	Not reported	Q1 2024
CVXChevron Corp	$607K	0.05%	0.00%	-22.9%	Q4 2020
PANWPalo Alto Networks Inc	$598K	0.05%	0.00%	-98.4%	Q1 2024
JNJJohnson & Johnson	$526K	0.04%	0.00%	-5.0%	Q4 2020
IAUIshares Gold Trust	$513K	0.04%	0.00%	+5.1%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$487K	0.04%	0.00%	-2.6%	Q2 2021
KLACKla Corp	$471K	0.04%	0.00%	+0.1%	Q1 2026
PMPhilip Morris International Inc.	$468K	0.04%	0.00%	-0.5%	Q2 2023
VVisa Inc.	$457K	0.04%	0.00%	-6.0%	Q4 2020
MMM3m Co	$455K	0.04%	0.00%	+0.9%	Q2 2024
PGPROCTER & GAMBLE Co	$441K	0.04%	0.00%	-15.7%	Q4 2020
SLBSLB Limited	$430K	0.04%	0.00%	-30.2%	Q1 2025

Q1 2026Reported May 4, 202673 positions
ABBVAbbVie Inc.	$39.7M	4.32%	0.01%	+0.4%	Q4 2020
MSFTMicrosoft Corp	$38.4M	4.17%	0.00%	+36.8%	Q4 2020
GOOGAlphabet Inc.	$38M	4.13%	Not reported	-2.2%	Q4 2020
COSTCostco Wholesale Corp	$36.2M	3.94%	0.01%	+0.4%	Q4 2020
AMZNAmazon Com Inc	$33.5M	3.65%	0.00%	+2.2%	Q4 2020
LLYELI LILLY & Co	$31.8M	3.46%	0.00%	+2.2%	Q2 2023
NVDANvidia Corp	$29.4M	3.20%	0.00%	-2.0%	Q3 2021
BRK.BBerkshire Hathaway Inc	$29.2M	3.18%	Not reported	-22.0%	Q4 2020
AAPLApple Inc.	$28.1M	3.06%	0.00%	+559.0%	Q4 2020
GEVGE Vernova Inc.	$25.5M	2.77%	0.01%	-16.2%	Q2 2024
PLTRPalantir Technologies Inc.	$21.1M	2.30%	0.01%	-19.1%	Q1 2025
DUKDuke Energy CORP	$20.7M	2.25%	0.02%	-17.5%	Q4 2020
XOMExxonMobil Holdings Corp	$19.5M	2.13%	0.00%	-12.6%	Q4 2020
VZVerizon Communications Inc	$19.4M	2.11%	0.01%	-18.2%	Q4 2020
WMTWalmart Inc.	$18.7M	2.04%	0.00%	-17.1%	Q4 2020
BLKBlackRock, Inc.	$17.7M	1.93%	0.01%	-19.4%	Q2 2025
PANWPalo Alto Networks Inc	$17.2M	1.87%	0.01%	-17.7%	Q1 2024
JPMJPMorgan Chase & Co	$15.6M	1.70%	0.00%	-46.4%	Q1 2021
KMIKinder Morgan, Inc.	$15.3M	1.67%	0.02%	-56.2%	Q4 2020
RTXRTX Corp	$11.9M	1.29%	0.00%	-4.5%	Q4 2020
CRMSalesforce, Inc.	$9.75M	1.06%	0.01%	Not reported	Q4 2020
NOWServiceNow, Inc.	$9.25M	1.01%	0.01%	Not reported	Q2 2025
SPYSPDR S&P 500 ETF Trust	$1.96M	0.21%	Not reported	+10.3%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.76M	0.19%	Not reported	-5.8%	Q2 2022
CVXChevron Corp	$983K	0.11%	0.00%	-4.8%	Q4 2020
METAMeta Platforms, Inc.	$940K	0.10%	Not reported	-97.6%	Q4 2023
GOOGLAlphabet Inc.	$923K	0.10%	0.00%	-5.6%	Q3 2022
CBRECbre Group, Inc.	$830K	0.09%	0.00%	-23.4%	Q2 2023
ANETArista Networks, Inc.	$827K	0.09%	0.00%	-5.1%	Q3 2023
MOAltria Group, Inc.	$816K	0.09%	0.00%	-96.4%	Q1 2021
PWRQuanta Services, Inc.	$779K	0.08%	0.00%	-7.4%	Q1 2024
AVGOBroadcom Inc.	$770K	0.08%	0.00%	-42.7%	Q2 2023
BABoeing Co	$764K	0.08%	0.00%	+0.4%	Q4 2024
SMHMarket Vectors ETF Trust	$739K	0.08%	Not reported	-15.4%	Q4 2023
SLBSLB Limited	$680K	0.07%	0.00%	+27.0%	Q1 2025
VOTVan Kampen Municipal Opportunity Trust II	$578K	0.06%	Not reported	New	Q1 2026
IAUIshares Gold Trust	$570K	0.06%	0.00%	-31.4%	Q4 2020
JNJJohnson & Johnson	$532K	0.06%	0.00%	+0.6%	Q4 2020
PGPROCTER & GAMBLE Co	$515K	0.06%	0.00%	-41.1%	Q4 2020
EPDEnterprise Products Partners L.P.	$436K	0.05%	0.00%	+10.1%	Q2 2023
PMPhilip Morris International Inc.	$430K	0.05%	0.00%	+0.2%	Q2 2023
VVisa Inc.	$428K	0.05%	0.00%	-97.3%	Q4 2020
PHYSSprott Physical Gold Trust	$428K	0.05%	0.00%	+4.8%	Q3 2021
MMM3m Co	$404K	0.04%	0.00%	+6.2%	Q2 2024
UPSUnited Parcel Service Inc	$399K	0.04%	0.00%	Not reported	Q4 2020
PSLVSprott Physical Silver Trust	$379K	0.04%	0.00%	-19.2%	Q1 2022
CAHCardinal Health Inc	$356K	0.04%	0.00%	+3.3%	Q3 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$354K	0.04%	0.00%	Not reported	Q2 2021
AMDAdvanced Micro Devices Inc	$342K	0.04%	0.00%	-51.2%	Q4 2020
ETNEaton Corp plc	$319K	0.03%	0.00%	-9.5%	Q3 2024

Q4 2025Reported Jan 28, 202673 positions
METAMeta Platforms, Inc.	$45.8M	4.24%	Not reported	+177.5%	Q4 2023
GOOGAlphabet Inc.	$42.5M	3.93%	Not reported	-7.9%	Q4 2020
ABBVAbbVie Inc.	$41.6M	3.85%	0.01%	-11.6%	Q4 2020
BRK.BBerkshire Hathaway Inc	$39.3M	3.64%	Not reported	+3.8%	Q4 2020
MSFTMicrosoft Corp	$36.6M	3.39%	0.00%	+5.9%	Q4 2020
LLYELI LILLY & Co	$36.4M	3.37%	0.00%	-10.1%	Q2 2023
AMZNAmazon Com Inc	$36.4M	3.36%	0.00%	+42.2%	Q4 2020
NVDANvidia Corp	$32.1M	2.97%	0.00%	+1.3%	Q3 2021
JPMJPMorgan Chase & Co	$31.9M	2.95%	0.00%	+111.2%	Q1 2021
PLTRPalantir Technologies Inc.	$31.7M	2.93%	0.01%	+3.7%	Q1 2025
COSTCostco Wholesale Corp	$31.3M	2.89%	0.01%	+5.7%	Q4 2020
KMIKinder Morgan, Inc.	$28.7M	2.65%	0.05%	+59.3%	Q4 2020
BLKBlackRock, Inc.	$24.5M	2.26%	0.01%	+48.9%	Q2 2025
PANWPalo Alto Networks Inc	$24.1M	2.23%	0.02%	+1.9%	Q1 2024
GEVGE Vernova Inc.	$22.7M	2.10%	0.01%	+5.9%	Q2 2024
DUKDuke Energy CORP	$22.4M	2.07%	0.02%	+11.1%	Q4 2020
WMTWalmart Inc.	$20.2M	1.87%	0.00%	+3.1%	Q4 2020
MOAltria Group, Inc.	$19.9M	1.84%	0.02%	+1890.5%	Q1 2021
NLYAnnaly Capital Management Inc	$19.8M	1.83%	0.13%	+3.3%	Q4 2020
VZVerizon Communications Inc	$19.2M	1.77%	0.01%	+697.1%	Q4 2020
VVisa Inc.	$18.3M	1.69%	0.00%	+6.6%	Q4 2020
XOMExxonMobil Holdings Corp	$15.9M	1.47%	0.00%	-1.6%	Q4 2020
RTXRTX Corp	$11.8M	1.09%	0.00%	+3.2%	Q4 2020
REMRemington Oil & Gas Corp	$5.47M	0.51%	Not reported	-3.9%	Q3 2022
DIVHancock John Patriot Select Dividend Trust	$5.27M	0.49%	Not reported	New	Q4 2025
AAPLApple Inc.	$4.57M	0.42%	0.00%	-6.9%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$1.86M	0.17%	Not reported	+0.9%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.81M	0.17%	Not reported	-0.1%	Q2 2022
AVGOBroadcom Inc.	$1.5M	0.14%	0.00%	-0.2%	Q2 2023
CBRECbre Group, Inc.	$1.29M	0.12%	0.00%	-1.2%	Q2 2023
GOOGLAlphabet Inc.	$1.06M	0.10%	0.00%	+0.3%	Q3 2022
ANETArista Networks, Inc.	$929K	0.09%	0.00%	-2.0%	Q3 2023
PGPROCTER & GAMBLE Co	$868K	0.08%	0.00%	-96.6%	Q4 2020
BABoeing Co	$830K	0.08%	0.00%	Not reported	Q4 2024
SMHMarket Vectors ETF Trust	$821K	0.08%	Not reported	-0.7%	Q4 2023
IAUIshares Gold Trust	$765K	0.07%	0.00%	-5.9%	Q4 2020
CVXChevron Corp	$761K	0.07%	0.00%	+5.6%	Q4 2020
AMDAdvanced Micro Devices Inc	$737K	0.07%	0.00%	-18.3%	Q4 2020
PWRQuanta Services, Inc.	$647K	0.06%	0.00%	+12.9%	Q1 2024
AEPAmerican Electric Power Co Inc	$598K	0.06%	0.00%	+3.8%	Q1 2021
PSLVSprott Physical Silver Trust	$455K	0.04%	0.00%	-37.5%	Q1 2022
BALLBALL Corp	$454K	0.04%	0.00%	Not reported	Q1 2021
JNJJohnson & Johnson	$448K	0.04%	0.00%	+1.3%	Q4 2020
MMM3m Co	$419K	0.04%	0.00%	-13.5%	Q2 2024
PMPhilip Morris International Inc.	$416K	0.04%	0.00%	Not reported	Q2 2023
SLBSLB Limited	$400K	0.04%	0.00%	+0.7%	Q1 2025
BHKBlackRock Core Bond Trust	$384K	0.04%	Not reported	Not reported	Q4 2020
PHYSSprott Physical Gold Trust	$381K	0.04%	0.00%	-51.6%	Q3 2021
PRUPrudential Financial Inc	$361K	0.03%	0.00%	Not reported	Q2 2021
EPDEnterprise Products Partners L.P.	$336K	0.03%	0.00%	+4.4%	Q2 2023

Q3 2025Reported Oct 10, 202573 positions
ABBVAbbVie Inc.	$47.7M	4.73%	0.01%	+1.7%	Q4 2020
BRK.BBerkshire Hathaway Inc	$37.9M	3.76%	Not reported	+11.0%	Q4 2020
MSFTMicrosoft Corp	$37M	3.68%	0.00%	+2.9%	Q4 2020
GOOGAlphabet Inc.	$35.8M	3.55%	Not reported	-20.5%	Q4 2020
COSTCostco Wholesale Corp	$31.7M	3.15%	0.01%	+2.1%	Q4 2020
NVDANvidia Corp	$31.7M	3.15%	0.00%	+9.7%	Q3 2021
PLTRPalantir Technologies Inc.	$31.4M	3.12%	0.01%	-22.5%	Q1 2025
LLYELI LILLY & Co	$28.7M	2.85%	0.00%	+2.6%	Q2 2023
PGPROCTER & GAMBLE Co	$27M	2.68%	0.01%	+27.8%	Q4 2020
PANWPalo Alto Networks Inc	$26.1M	2.59%	0.02%	+17.2%	Q1 2024
AMZNAmazon Com Inc	$24.3M	2.42%	0.00%	-1.6%	Q4 2020
DUKDuke Energy CORP	$21.3M	2.11%	0.02%	+2.2%	Q4 2020
GEVGE Vernova Inc.	$20.2M	2.00%	0.01%	-29.2%	Q2 2024
KMIKinder Morgan, Inc.	$18.5M	1.84%	0.03%	+124.2%	Q4 2020
METAMeta Platforms, Inc.	$18.4M	1.82%	Not reported	+4306.2%	Q4 2023
WMTWalmart Inc.	$18.2M	1.80%	0.00%	+2.0%	Q4 2020
BLKBlackRock, Inc.	$17.9M	1.78%	0.01%	+92.1%	Q2 2025
NLYAnnaly Capital Management Inc	$17.3M	1.72%	0.13%	+12.6%	Q4 2020
VVisa Inc.	$16.7M	1.65%	0.00%	+3.4%	Q4 2020
NOWServiceNow, Inc.	$16M	1.59%	0.01%	+117.2%	Q2 2025
XOMExxonMobil Holdings Corp	$15.1M	1.50%	0.00%	-5.6%	Q4 2020
JPMJPMorgan Chase & Co	$14.8M	1.47%	0.00%	-12.5%	Q1 2021
RTXRTX Corp	$10.4M	1.04%	0.00%	+0.8%	Q4 2020
REMRemington Oil & Gas Corp	$5.64M	0.56%	Not reported	+77.1%	Q3 2022
AAPLApple Inc.	$4.6M	0.46%	0.00%	+10.7%	Q4 2020
VZVerizon Communications Inc	$2.6M	0.26%	0.00%	+4.3%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$1.8M	0.18%	Not reported	-0.6%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.78M	0.18%	Not reported	-3.9%	Q2 2022
AVGOBroadcom Inc.	$1.43M	0.14%	0.00%	+76.1%	Q2 2023
CBRECbre Group, Inc.	$1.28M	0.13%	0.00%	-38.6%	Q2 2023
MOAltria Group, Inc.	$1.15M	0.11%	0.00%	+5.4%	Q1 2021
ANETArista Networks, Inc.	$1.05M	0.10%	0.00%	+82.3%	Q3 2023
NINEQNine Energy Service, Inc.	$958K	0.10%	Not reported	-22.5%	Q4 2020
BABoeing Co	$825K	0.08%	0.00%	+0.1%	Q4 2024
GOOGLAlphabet Inc.	$824K	0.08%	0.00%	-4.9%	Q3 2022
SMHMarket Vectors ETF Trust	$750K	0.07%	Not reported	-23.9%	Q4 2023
CVXChevron Corp	$734K	0.07%	0.00%	-1.1%	Q4 2020
IAUIshares Gold Trust	$729K	0.07%	0.00%	+17.6%	Q4 2020
PHYSSprott Physical Gold Trust	$706K	0.07%	0.01%	+49.9%	Q3 2021
AMDAdvanced Micro Devices Inc	$681K	0.07%	0.00%	-0.1%	Q4 2020
AEPAmerican Electric Power Co Inc	$563K	0.06%	0.00%	+5.2%	Q1 2021
PWRQuanta Services, Inc.	$562K	0.06%	0.00%	-1.0%	Q1 2024
PSLVSprott Physical Silver Trust	$483K	0.05%	0.01%	+4.8%	Q1 2022
MMM3m Co	$470K	0.05%	0.00%	+3.4%	Q2 2024
BALLBALL Corp	$432K	0.04%	0.00%	+0.1%	Q1 2021
PMPhilip Morris International Inc.	$421K	0.04%	0.00%	Not reported	Q2 2023
BHKBlackRock Core Bond Trust	$398K	0.04%	Not reported	Not reported	Q4 2020
JNJJohnson & Johnson	$397K	0.04%	0.00%	-1.4%	Q4 2020
ETNEaton Corp plc	$379K	0.04%	0.00%	Not reported	Q3 2024
HDHome Depot, Inc.	$356K	0.04%	0.00%	+43.6%	Q4 2020

Premium opens every quarter this fund has filed